Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 5.67%
2 UTRN 4.01%
3 SUPL 3.79%
4 RNLC 3.76%
5 SHRY 3.66%
6 HECO 3.37%
7 RISN 3.18%
8 SEA 3.14%
9 LSAT 2.89%
10 XTN 2.62%
11 IYT 2.61%
12 DFND 2.49%
13 FTCS 2.14%
14 RYJ 2.04%
15 UPGD 2.03%
16 QVAL 2.00%
17 BMVP 1.93%
18 TPOR 1.73%
19 PWC 1.66%
20 SPGP 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.87M (12.54%) 20.03K
Increased by +0.12%
Jun 30, 25
2 BlackRock Inc 13.67M (10.16%) -800.89K
Decreased by -5.86%
Jun 30, 25
3 State Street Corporation 7.69M (5.72%) -390.18K
Decreased by -5.07%
Mar 31, 24
4 State Street Corp 7.33M (5.45%) -173.73K
Decreased by -2.37%
Jun 30, 25
5 Arnhold & S. Bleichroeder Advisers, LLC 6.28M (4.67%) 918.11K
Increased by +14.62%
Jun 30, 25
6 Loomis, Sayles & Company LP 5.74M (4.27%) 83.37K
Increased by +1.45%
Jun 30, 25
7 Boston Partners Global Investors, Inc 3.59M (2.67%) -703.17K
Decreased by -19.57%
Jun 30, 25
8 JPMorgan Chase & Co 3.55M (2.64%) -143.58K
Decreased by -4.04%
Sep 30, 24
9 Geode Capital Management, LLC 3.49M (2.59%) -21.06K
Decreased by -0.60%
Jun 30, 25
10 Fidelity International Ltd 3.44M (2.56%) 2.65M
Increased by +76.85%
Jun 30, 25
11 Bank of America Corp 2.83M (2.10%) -41.27K
Decreased by -1.46%
Jun 30, 25
12 Amvescap Plc. 2.47M (1.84%) -566.13K
Decreased by -22.89%
Jun 30, 25
13 Northern Trust Corp 2.27M (1.69%) -3.15K
Decreased by -0.14%
Jun 30, 25
14 UBS Asset Mgmt Americas Inc 2.27M (1.68%) -161.86K
Decreased by -7.14%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 2.12M (1.58%) 64.69K
Increased by +3.05%
Jun 30, 25
16 First Trust Advisors L.P. 2.08M (1.54%) 335.58K
Increased by +16.15%
Jun 30, 25
17 Baird Financial Group, Inc. 1.94M (1.44%) 92.22K
Increased by +4.76%
Jun 30, 25
18 Citadel Advisors Llc 1.90M (1.41%) 1.85M
Increased by +97.51%
Jun 30, 24
19 Marshfield Associates 1.86M (1.38%) 14.81K
Increased by +0.80%
Jun 30, 25
20 Goldman Sachs Group Inc 1.62M (1.20%) 971.61K
Increased by +60.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 4.58M (3.40%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 4.48M (3.33%) 2.88K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.29M (3.19%) -105.04K
Decreased by -2.45%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 3.98M (2.96%) 29.66K
Increased by +0.75%
May 31, 25
5 Vanguard 500 Index Investor 3.39M (2.52%) -496.75K
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 3.06M (2.27%) 32.96K
Increased by +1.08%
Jul 31, 25
7 Fidelity Global Dividend I-Acc-EUR 2.40M (1.79%) 720.12K
Increased by +29.96%
Jul 31, 25
8 JHancock Disciplined Value Mid Cap I 1.83M (1.36%) 0.00
Increased by 0.00%
Jul 31, 25
9 SPDR® S&P 500 ETF 1.74M (1.29%) -25.42K
Decreased by -1.46%
Mar 31, 25
10 Fidelity 500 Index 1.74M (1.29%) 740.00
Increased by +0.04%
Jul 31, 25
11 Fidelity® 500 Index 1.72M (1.28%) 10.97K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 1.71M (1.27%) -3.70K
Decreased by -0.22%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 1.70M (1.26%) -8.86K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.66M (1.23%) 20.24K
Increased by +1.22%
Aug 31, 25
15 iShares Core S&P 500 ETF 1.65M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
16 Loomis Sayles Growth Y 1.52M (1.13%) 0.00
Increased by 0.00%
Jul 31, 25
17 First Trust Capital Strength ETF 1.48M (1.10%) 0.00
Increased by 0.00%
Aug 28, 25
18 ProShares S&P 500 Dividend Aristocrats 1.44M (1.07%) 0.00
Increased by 0.00%
Aug 29, 25
19 Pacer US Cash Cows 100 ETF 1.27M (0.94%) 2.77K
Increased by +0.22%
Apr 30, 24
20 Invesco S&P 500® Equal Weight ETF 1.24M (0.92%) 1.80K
Increased by +0.15%
Aug 29, 25